Valley Financial Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Hold
2,203
0.13% 54
2025
Q1
$221K Buy
2,203
+73
+3% +$7.34K 0.15% 54
2024
Q4
$214K Buy
+2,130
New +$214K 0.15% 56